See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,013 | $65,395+282.3% | $182,532+37.0% | $72,985+242.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 22.54% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $8,356 | $1,911+337.2% | $4,076+105.0% | $2,440+242.5% |
| Participant deferral / active EE | $8,350 | $3,563+134.4% | $5,524+51.1% | $3,607+131.5% |
| Admin fee / account holder | $8,803 | $4,245+107.4% | $8,592+2.5% | $5,124+71.8% |